ICIS - energy podcasts

The LNG bunkering market is growing quickly, supported by new infrastructure and bunkering vessels in Europe and Asia. In this podcast, LNG senior reporter Clare Pennington talks to LNG shipping editor Roman Kazmin about the latest developments in LNG bunkering, and how this regionally divided market is shifting to a globally connected one.

In 2016, 27% of European road transport emissions came from HGVs. Two means of reducing carbon emissions from the trucking and bus industries are using LNG and hydrogen. In this episode of the alternative energy podcast from ICIS, market reporter Laura Mendes discusses both fuels as a means of decarbonising the transport sector with lead hydrogen reporter Jake Stones and senior market reporter Cla...

Energy Market Reporter Laura Mendes discusses the role of nuclear fusion in the energy transition, alongside with its developments and costs with First Light Fusion founder and CEO Nicholas Hawker.

From 2023 carbon-intensive goods imported to Europe may be subject to the Carbon Border Adjustment Mechanism (CBAM). In this episode, ICIS market expert Federica Di Sario talks with Suzana Carp, Political Strategy Director at Bellona Europe and Sebastian Rilling, carbon analyst with ICIS, on the potential impact on energy markets and how the tax will relate to the pre-existing carbon trading schem...

The new ICIS 2050 long-term power forecast expands to include southern Europe at the end of March, exploring three possible scenarios for emissions reduction pathways in Spain: a Base Case outlook, a High-RES and a Low-RES pathway. ICIS market reporter Laura Mendes and ICIS analyst Roy Manuell discuss the new modelling, which shows that the rapid rate of solar expansion in Spain will have a consis...

As the blockage of the Suez Canal continues, LNG vessels are changing course to find other routes to market. ICIS Global LNG Editor Ed Cox speaks with ICIS LNG Analysts Olumide Ajayi and Robert Songer on how suppliers are managing their fleets and the impact on European and Asian gas and LNG markets.

Biofuels markets have been evolving, with legislation needing to play catch-up. Major energy and petrochemical companies need to plan and prepare for a new wave of clean oil. ICIS energy experts Sophie Udubasceanu, Ally Kirk, Andrew Putwain and Yunfeng Yu discuss challenges in the regulatory framework.

Europe’s power markers are becoming increasingly interconnected, with more than 30GW of additional power cables set to come online in the next five years. Greater connectivity may result in smaller price differentials between countries, although nuclear and coal phase-outs will likely keep prices moving in different directions. ICIS experts Federica Di Sario and Roy Manuell discuss cross-border fl...

The Nord Stream 2 natural gas pipeline is meant to double Russia’s direct export capacity to Germany as a first entry point to the EU. Yet renewed US sanctions continue to cast uncertainty over its completion date. In this episode, ICIS market reporters Federica Di Sario and Diane Pallardy discuss where the project stands at the moment and how additional sanctions could affect construction.

The creation of regulated hydrogen networks will play a key role to the development of the hydrogen economy. Energy Market Reporter Laura Mendes discusses some of the latest developments behind creating hydrogen regulation with Lead Reporter for Hydrogen Jake Stones.

ICIS reporters Aura Sabadus, Cem Bektas, Luka Dimitrov and Jake Stones explore key themes and problems facing emerging hydrogen markets, with a focus on Spanish, Greek and Ukrainian hydrogen potential to support the EU Green Deal and the European Commission’s hydrogen strategy.

The European carbon market has been volatile recently, with prices breaking €40/tCO2e on 12 February for the first time since the start of the scheme back in 2005. Market reporter Federica Di Sario and head of carbon and power analytics Marcus Ferdinand discuss market dynamics, higher carbon emission targets and the upcoming MSR review in this podcast. You can access the scenario-based analysis re...

Energy Market Reporter Laura Mendes discusses the importance of nuclear power in the European energy transition, alongside its risks and controversy when it comes to public perception with nuclear engineer and former Deputy Nuclear Adviser to the French Embassy in London, Maxence Cordiez.

The military takeover in Myanmar comes at a time of growing gas demand, with a number of upstream gas and LNG import projects at a critical stage in the region. Global LNG Editor Ed Cox speaks with LNG analyst Fei Xu and Lead Gas Analyst Alex Siow on the impact the political change could have on the country’s gas trade and infrastructure.

Renewable energies and other clean energy sources play a key role on the energy transition in Europe. Energy Market Reporter Laura Mendes discusses installed renewable capacity and nuclear power capacity with ICIS analyst Roy Manuell, also looking at how far current plans are from the 2030 reduced emission targets.

Jet fuel has been one of the oil products hit hardest by the pandemic. With vaccines now being rolled out will there be more support in 2021 - even as the market faces pressures to turn to more sustainable biofuels? Market analyst Man Yiu Tse and crude oil reporter Andrew Putwain look at the big trends for 2021 in jet fuel and biojet alternatives.

In a matter of years, sustainability reports will no longer be a “nice-to-have” but will rather become essential for market players to remain competitive and attract new capital. ICIS energy reporter Federica Di Sario and Lina Strandvåg Nagell, sustainable finance and economy manager at Bellona, discuss about the latest developments of the EU sustainable taxonomy and why aligning projects early on...

Asian spot LNG prices have traded at record highs in early January, just months after hitting record lows last summer. European gas markets are also trading much higher in early 2021. Global LNG Editor Ed Cox talks to LNG reporters Hendrian Sukardi and Daniel Stemler on what’s caused the increases and what could come next.

Christmas impacts commodity markets right across the supply chain. From plastics used in toy production and how much jet fuel Santa needs, to patterns in energy markets on Christmas Day. The ICIS team brings together its expertise across markets for this special Christmassy episode, featuring valuable insight especially for Santa as he prepares to make his annual journey.

To decarbonise European energy, the EU is betting on offshore renewables. A recent strategy document showed the European Commission intends to sharply increase the bloc’s offshore wind power capacity, setting a 60GW target by 2030 and a 300GW goal for 2050. But is such ambition really within reach? ICIS market reporter Federica Di Sario gets the expert’s take from ICIS analyst Roy Manuell

Balance in the crude oil market remains under threat as US production breaks 11m bbl/day and OPEC+ decides to increase output by 500k bbl/day from January. A widespread distribution of a vaccine to coronavirus is a light at the end of the tunnel but comes with its own hurdles. ICIS global oil editor Sophie Udubasceanu, deputy global oil editor Richard Price are joined by PVM’s senior analyst Tamas...

The supply picture for global crude oil markets in 2021 became clearer as the last chess piece fell into place with OPEC+ announcing they were gradually winding down their output cuts agreement. ICIS oil experts Sophie Udubasceanu and Richard Price are joined by senior oil analyst from Commerzbank Carsten Fritsch to discuss the next year’s outlook.

LNG analyst Alex Froley and senior reporter Clare Pennington share their views on the growing trend of carbon neutral cargoes, how companies are each taking their own approach, and what growth in the carbon market might look like in future years, as demand and regulation on methane slip is expected to widen.

Ongoing discussions around stricter carbon emission reduction targets are set to impact the direction EU ETS carbon prices are heading. ICIS energy expert Federica Di Sario and ICIS analyst Sebastian Rilling discuss the potential outcomes of a 55% and 60% reduction on the EU ETS.

The coronavirus has levelled the aviation industry. However, this hard-to-decarbonise sector now has a chance to build back greener. One way of achieving this is by introducing hydrogen as a new, cleaner jet fuel. In this interview, energy market expert Jake Stones speaks to Julian Renz, business development manager for hydrogen aviation company ZeroAvia, to find out the intricacies of what’s invo...